Purchases and Sales Made in Q1 2024 in Ishares Msci Global Min Vol Fa (ACWV)
This table provides information about the institutional ownership of Ishares Msci Global Min Vol Fa (ACWV) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES MSCI GLOBAL MIN VOL FA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
651K+ 30.86% |
$65.3M - $68.6M
|
2.76M
$318M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
216K+ 27.88% |
$21.7M - $22.8M
|
992K
$114M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
154K+ 162.5% |
$15.4M - $16.2M
|
248K
$28.5M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
99.2K+ 241.3% |
$9.95M - $10.5M
|
140K
$16.2M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
55.7K+ 1135.28% |
$5.59M - $5.87M
|
60.6K
$6.98M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
50.2KNew |
$5.03M - $5.29M
|
50.2K
$5.78M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
49.4KNew |
$4.96M - $5.21M
|
49.4K
$5.69M
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
41.6K+ 431.76% |
$4.17M - $4.38M
|
51.2K
$5.9M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
38.6K+ 8.55% |
$3.87M - $4.07M
|
490K
$56.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
22.4K+ 809.75% |
$2.25M - $2.36M
|
25.2K
$2.9M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
18.9K+ 585.59% |
$1.89M - $1.99M
|
22.1K
$2.55M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
16.7K+ 17.09% |
$1.68M - $1.76M
|
115K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
15.6K+ 38.32% |
$1.57M - $1.65M
|
56.4K
$6.5M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.1K+ 11.18% |
$1.21M - $1.27M
|
120K
$13.8M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.4K+ 2.89% |
$1.05M - $1.1M
|
371K
$42.8M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
9.55K+ 69.92% |
$958K - $1.01M
|
23.2K
$2.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.47KNew |
$950K - $997K
|
9.47K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.76K+ 235.28% |
$879K - $923K
|
12.5K
$1.44M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8.15K+ 33.11% |
$817K - $858K
|
32.8K
$3.77M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.07K+ 71.53% |
$709K - $744K
|
16.9K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.99K+ 162.78% |
$701K - $737K
|
11.3K
$1.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
6.98K+ 22.67% |
$700K - $735K
|
37.8K
$4.35M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
6.51K+ 23.16% |
$653K - $686K
|
34.6K
$3.99M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.98KNew |
$600K - $630K
|
5.98K
$689K
|
|
|
Apr 16, 2024
Q1 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
5.95K+ 2.97% |
$597K - $627K
|
206K
$23.7M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.38K+ 7.3% |
$539K - $567K
|
79K
$9.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
4.83K+ 164.99% |
$485K - $509K
|
7.76K
$893K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.8K+ 183.98% |
$481K - $506K
|
7.41K
$853K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.67KNew |
$469K - $492K
|
4.67K
$538K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.61KNew |
$462K - $485K
|
4.61K
$530K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.39K+ 21.18% |
$441K - $463K
|
25.1K
$2.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.29K+ 5.15% |
$430K - $452K
|
87.6K
$10.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.2KNew |
$422K - $443K
|
4.2K
$484K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.94KNew |
$395K - $415K
|
3.94K
$453K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.58K+ 6.52% |
$359K - $377K
|
58.4K
$6.72M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.27K+ 54.78% |
$328K - $344K
|
9.23K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3KNew |
$301K - $316K
|
3K
$345K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.91K+ 2.23% |
$292K - $306K
|
133K
$15.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.75KNew |
$276K - $290K
|
2.75K
$317K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.53K+ 19.45% |
$254K - $267K
|
15.6K
$1.79M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
2.47KNew |
$248K - $261K
|
2.47K
$285K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.3KNew |
$231K - $242K
|
2.3K
$265K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.29K+ 14.0% |
$230K - $241K
|
18.6K
$2.15M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.29KNew |
$229K - $241K
|
2.29K
$263K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.12KNew |
$212K - $223K
|
2.12K
$244K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.06K+ 1.25% |
$206K - $217K
|
166K
$19.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.05K+ 6.36% |
$206K - $216K
|
34.3K
$3.95M
|
|
|
Apr 26, 2024
Q1 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
2.05K+ 1.4% |
$206K - $216K
|
148K
$17M
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2KNew |
$201K - $211K
|
2K
$231K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.97KNew |
$197K - $207K
|
1.97K
$226K
|